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Skills

  • Supervision
  • Business Development
  • Regulatory compliance
  • Team building
  • Client Satisfaction Improvement
  • Trend analysis expertise
  • Client Financial Needs Analysis
  • Customer service
  • Risk assessment and mitigation
  • Ethical investment strategies

Work Experiences

  • Boosted average balances in retirement accounts by $12.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Collaborated with marketing to produce educational content.
  • Achieved savings of $11 over three years.
  • Advised on proportional increases.
  • Transported Salesforce to the past year customer locations.
  • Addressed other financial priorities.
  • Aligned investment strategies with market trends.
  • Collaborated with legal and compliance teams.
  • Achieved savings over a several months.

Summaries

  • Retirement Representative is a multi-talented Retirement Representative who is consistently rewarded for planning and operational improvements.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved savings over a the past year.
  • Boosted clients’ average retirement fund balances by $8.
  • Retirement Representative with 4 years of successful cross-functional collaboration and performance reporting experience.
  • Adept Retirement Representative with years of experience.
  • Achieved a 39% reduction in form resubmissions.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.

Accomplishments

  • Maintained a 27% client retention rate by delivering tailored retirement solutions aligned with client goals.
  • Collaborated with pension administrators to streamline plan updates, reducing administrative processing times by 39%.
  • Collaborated with team of 4 in the development of initiative.
  • Developed a detailed investment roadmap for clients leading to 79% growth in their long-term assets over three years.
  • Collaborated with cross-functional teams to release a retirement planning toolkit, which enhanced client onboarding by reducing setup time by 61%.
  • Managed portfolios totaling $15 in client assets, ensuring strategies reflected market changes while aligning with each client’s risk profile.
  • Fostered stronger client relationships by conducting proactive retirement seminars, resulting in 42% more referrals and new accounts.
  • Assisted clients in navigating complex Social Security benefit options, increasing the average benefit received by clients by $6 per month.
  • Trained and mentored a team of 18 financial advisors, enhancing the team's overall sales performance by 55%.
  • Resolved product issue through consumer testing.

Affiliations

  • International Association of Administrative Professionals
  • Institute for Internal Auditors (IIA) relevant for risk management in retirement services
  • Society for Human Resource Management (SHRM)
  • Investment Management Consultants Association (IMCA)
  • Society of Human Resource Management
  • Academy of Financial Services (AFS)
  • Association for Computing Machinery
  • Certified Pension Consultant (CPC) from American Society of Pension Professionals & Actuaries (ASPPA)
  • Retirement Income Industry Association (RIIA)
  • Institute of Financial Consultants

Certifications

  • Qualified 401(k) Administrator (QKA) – Meridian
  • NAPA Nonqualified Plan Advisor Certificate – Lakeside Partners
  • Certified Public Accountant
  • Fundamentals of Qualified Retirement Plans (FQP) – Beacon Labs
  • Retirement Plan Fundamentals Certificate (RPF) – Brightline
  • Cisco Certified Internetwork Expert (CCIE)
  • Society of Actuaries Retirement Certification (SCRC) – Northwind
  • Certified Income Specialist (CIS) – Cedar Works
  • Certified in Long Term Care (CLTC) – Brightline
  • Certified Professional in Employee Benefits (CPEB) – Vantage

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